See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,837 | $78,672-53.2% | $109,143-66.2% | $85,850-57.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.90% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $158 | $2,735-94.2% | $3,722-95.8% | $2,565-93.9% |
| Participant deferral / active EE | $4,195 | $3,467+21.0% | $4,653-9.8% | $3,952+6.2% |
| Admin fee / account holder | $51 | $5,469-99.1% | $6,752-99.2% | $6,260-99.2% |